Global Bonds Pressure Markets, Hyperscaler Debt, Schools Strained

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, Wellington Management Senior Managing Director Brij Khurana, BNP Paribas Head of US Credit Strategy Meghan Robson, and MFS Investment Management, Co-Chief Investment Officer of Fixed Income Alex Mackey. YouTube Chapters: 00:00 Bloomberg Real Yield opens 03:15 Mike McKee on Rising Mortgage Rates 06:21 Kelsey Berro & Brij Khurana on the Bond Selloff 09:15 Bond Markets, Oil and Iran 11:29 Treasury Auctions and Debt Supply 13:42 Finding Value in Global Bonds 15:54 France’s Bond Market Turmoil 19:21 Trump, Iran and Treasury Yields 21:03 The Auction Block 22:42 Alex Mackey & Meghan Robson on Credit Supply 23:43 AI Debt and SpaceX Financing 26:50 Opportunities in Bank Debt 29:27 Bank Debt vs. AI Credit 31:15 High-Yield Credit Risks 33:54 Muni Moment: School District Financial Stress 38:38 OpenAI Revenue Breaking News 39:07 Final Thought: Inflation and CPI 40:44 Fed Outlook and Kevin Warsh -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts